The Ultimate Citrix Install Guide
 
PROJECT MANAGEMENT
1. Project Management Overview
2. Project Management Methodology
3. Tips for Making Meetings Effective

ANALYSIS PHASE
1. Analysis Phase Overview
2. Vision / Project Scope (Statement of Work)
3. Project Plan
4. Infrastructure Assessment
5. Proof of Concept
6. Analysis Phase Checkpoint

DESIGN PHASE
1. Design Phase Overview
2. Server Design
3. MetaFrame Access Suite Design
4. Infrastructure Design
5. Design Phase Checkpoint

IMPLEMENTATION PHASE
1. Implementation Phase Overview

2. Prepare the Network Environment

2. 1. Create Required Network Shares
2. 2. Firewall Modifications
2. 3. Throttling Port Speed and Duplex Settings
2. 4. Add Users to a Terminal Services Environment
2. 5. Create Required Citrix Specific User Groups

3. Install Operating System(s) for MetaFrame XP

3. 1. Installing Microsoft Windows 2000
3. 2. Installing Microsoft Windows Server 2003

4. MetaFrame IMA Data Store Installation & Configuration

4. 1. How to Install & Configure Microsoft SQL Server 2000
4. 2. How to Install and Configure Microsoft SQL Desktop Edition (MSDE)

5. Install MetaFrame XP Server w/ Feature Release 3

5. 1. How to Remap MetaFrame XP Server Driver Letters
5. 2. Installing MetaFrame Feature Release 3 on Windows 2000
5. 3. Installing MetaFrame Feature Release 3 on Windows Server 2003
5. 4. Installing MetaFrame XP HotFixes
5. 5. How to Add Licenses through the Management Console for MetaFrame XP

6. Install “Image” Applications


7. Rapid Server Deployment

7. 1. How to Clone a Citrix MetaFrame XP Server
7. 2. How to Create a Network Boot Disk

8. Configure MetaFrame XP Farm Wide Settings

8. 1. Recycling Operating Systems
8. 2. MetaFrame XP Delegated Administration
8. 3. How to Create a Zone & Move MetaFrame XP Servers to it
8. 4. How to Set a Server’s Preference for Data Collector Elections
8. 5. MetaFrame XP User Policies
8. 6. How to Implement Automatic ICA Client Updates
8. 7. Client Drive Mapping
8. 8. How to Implement Client to Server Content Redirection
8. 9. How to Implement Server to Client Content Redirection
8. 10. Configure ICA Keep-Alive
8. 11. Configure SpeedScreen Browser Acceleration

9. Install “Manual” Applications

9. 1. How to Install and Configure Microsoft Office 2000
9. 2. How to Install and Configure Microsoft Office XP
9. 3. How to Install and Configure Microsoft Office 2003

10. MetaFrame Conferencing Manager 2.0

10. 1. How to Install the Conference Organizer Service
10. 2. How to Install the Conference Room
10. 3. How to Install Conferencing Manager User Interface
10. 4. How to Specify the License Type through the CM Configuration Tool
10. 5. How to Add Users to the Conferencing Manager
10. 6. Microsoft Exchange Server Integration
10. 7. Troubleshooting

11. Publishing Resources through the Management Console

11. 1. How to Publish an Application
11. 2. How to Publish Content
11. 3. How to Publish Application from a Shortcut
11. 4. How to Publish the Printer Folder
11. 5. How to Publish Windows Explorer

12. How to Configure the Printing Environment

12. 1. Set the proper expectations
12. 2. Setup the Print Environment
12. 3. Create Printer Compatibility Driver Mappings
12. 4. Set Printer Bandwidth Limits for Client Auto-Created Printers
12. 5. How to use Project Compatibility automate Driver Mapping
12. 6. How to Manually Connect a Client Printer within an ICA Session

13. Install MetaFrame Secure Access Manager 2.0

13. 1. Install MetaFrame Secure Access Manager on Windows 2000 Server
13. 2. Install MetaFrame Secure Access Manager 2.0 on Windows Server 2003
13. 3. How to Install MetaFrame Secure Access Manager 2.0 Service Pack 1
13. 4. Install the Access Management Console on MetaFrame XP or a Workstation
13. 5. Create an Access Center
13. 6. Configure the Access Center
13. 7. Customizing MetaFrame Secure Access Manager
13. 8. How to Configure Internet Explorer for a Secure Access Center

14. Install Web Interface 2.1

14. 1. How to Install Web Interface 2.1 (Clean Install)
14. 2. How to Upgrade a NFuse Server to Web Interface 2.1
14. 3. Web Interface 2.1 Web Administration Tool
14. 4. How to Customize Web Interface 2.1
14. 5. How to Repair Web Interface 2.1

15. Install SSL Certificates and Secure IIS Server

15. 1. How to install and configure the IIS Lockdown Tool (version 2.1)
15. 2. How to Enable SSL on an IIS Web Server
15. 3. How to Force the use of SSL Encryption on a IIS Web Site

16. Install Secure Gateway 2.0 for MetaFrame

16. 1. Pre-installation Check List
16. 2. How to Install and Configure the STA Component
16. 3. Install the Secure Gateway Service
16. 4. Secure Gateway for MetaFrame Management Tools

17. MetaFrame XP Remote Administration Tools

17. 1. Management Console for MetaFrame XP
17. 2. Citrix Web Console (CWC)

18. ICA Clients

18. 1. How to Install the ICA Win32 Program Neighborhood Agent
18. 2. How to Install the ICA Win32 Web Client
18. 3. How to Configure the ICA Java Client
18. 4. How to Utilize the ICA Program Neighborhood Pass-Through Client
18. 5. Citrix ICA Client 6.20 for OS 9.X
18. 6. Citrix ICA Client 6.30 for OS 10.x

19. Microsoft Terminal Services Licensing

19. 1. Summary of Licensing Options in Windows 2000 Server
19. 2. Summary of the licensing options in Microsoft Windows Server 2003

20. Implement Windows System Policies

20. 1. MIAB Administrative Template Overview
20. 2. How to Create an Administrative Template to Hide Drives
20. 3. Implementing Windows 2000 Active Directory Group Policies
20. 4. Implementing Windows NT, Terminal Server 4.0 System Policies

21. How to Install and Configure MetaFrame Password Manager

21. 1. Prepare the Directory Service
21. 2. Install and Configure the MetaFrame Password Manager Console
21. 3. Deploy the MetaFrame Password Manager Agent
21. 4. On-Going Maintenance

22. Implementation Phase Checkpoint


READINESS PHASE
1. Readiness Phase Overview
2. Testing your New MetaFrame Access Suite Environment
3. Pilot Implementation
4. Rollout Any Remaining Servers
5. Implement Change Management Policies and Procedures
6. Readiness Phase Checkpoint

ROLLOUT PHASE
1. Rollout Phase Overview
2. End-User Training
3. Administrator Training
4. Go Live!
5. Rollout Phase Checkpoint

APPENDIX
1. Additional Resources
2. MIAB3.0.ZIP - Files Explained

1. Additional Resources

As I mentioned in the preface, this document is meant to be a starting point and just another resource for your Citrix MetaFrame Access Suite needs so I have listed a few more below.

 


Citrix Related Web Sites

http://groups.yahoo.com/group/CitrixSE - Citrix South East Systems Engineers Yahoo Group WOW! This is a moderated newsgroup style site visited and managed by some of the top Citrix gurus in the world. I highly recommend joining.

 

http://tweakcitrix.com Guys this is going to be the best of the best! Rick is currently working away so stay tuned to the latest from the mind of Ricky D. Currently this is the home for Ricks Installation and Tuning tips document that we all love so much.

 

http://www.dabcc.com/MIAB - This is the current home to Methodology in a Box 3.0 and will be until I finish the TweakCitrix style web site. You will also find DABCC.COM to be much more than just the birthplace of this document. I hope!

 

http://www.cdaexchange.com This is a killer site for CDA development. There are also a slew of killer free CDAs to be downloaded.

 

http://servergeek.net/ - This is my favorite Thin Client Computing blog around. I highly recommend it!

 

http://www.tokeshi.com/ -This is a killer Thin Client related technical site. Check out his Service Pack 4 page.

 

http://www.printingsupport.com/ - This is a killer resource for all things Printing in a Thin Client environment site. It is also the home of the Printer Driver Mappings Matrix, and Project Compatibilitys databases.

 

http://www.xs4all.nl/~soundtcr/ - This page is filled with every link you will need to find anything you would want to find, in the Thin Client world.

 

http://www.thethin.net/ - The oldest and still one of the best Thin Client resources around. Check out the forums, if you have not already done so!!!

 

http://www.thin-world.com/ - Another killer Thin Client Computing site filled with a slew of resources.

 

http://www.loginconsultants.nl/ - Check out the utilities sections for some of the best free thin-client utilizes around. This is a must see, must use page.

 

 


Citrix Related Whitepapers

 

Advanced Concepts for MetaFrame XP 1.0

This is a great document with no fluff and everything you would ever want to know about MetaFrame XP v1.0.   I highly recommend reading it, printing it and loving it because it is awesome.  http://www.dabcc.com/ThinSol/XP/docs/advanced%20concepts.pdf

 

Citrix Advanced Concepts for MetaFrame XP with Feature Release 1

Advanced Concepts for XP FR1 is a collection of best practices, tips, and suggestions for deploying and configuring Citrix MetaFrame XP for Windows with Feature Release 1 and Service Pack 1. It rocks! http://www.dabcc.com/thinsol/XP/FR1/Docs/Advanced_Concepts_FR1.pdf

 

Citrix Advanced Concepts for MetaFrame XP with Feature Release 2

Advanced Concepts for XP FR2 is a collection of best practices, tips, and suggestions for deploying and configuring Citrix MetaFrame XP for Windows with Feature Release 2 and Service Pack 2. It only gets better! http://www.dabcc.com/thinsol/xp/fr2/docs/Feature_Release_2_Advanced_Concepts.pdf

 

 

Citrix Advanced Concepts for MetaFrame XP with Feature Release 3

Advanced Concepts for XP FR3 is a collection of best practices, tips, and suggestions for deploying and configuring Citrix MetaFrame XP for Windows with Feature Release 3 and Service Pack 3. It only gets better! http://www.dabcc.com/thinsol/xp/fr3/docs/ Feature_Release_3_Advanced_Concepts.pdf

 

Migrating from MetaFrame 1.8 to MetaFrame XP

This white paper presents sample migration strategies, scenarios, and best practices for transitioning to a native MetaFrame XP architecture comprised of only MetaFrame XP servers. It presents this information in a project-oriented fashion. I highly recommend it to all interested parties. http://www.dabcc.com/ThinSol/XP/docs/18%20to%20XP%20migration.pdf

 

 

MetaFrame Secure Access Manager in a Box

MSAM in a Box is the latest version of the award winning, in the box series. In MSAM in a Box you will learn all about how to dive deep in to MetaFrame Secure Access Manager! It goes into great detail on how to customize and brand your MetaFrame Secure Access Manager Access Center. I highly recommend it for any MetaFrame Secure Access Manager 2.0 deployment.

http://www.rnetworkx.com/MSAMIABv2.3-DRAFT.pdf

 

 

 

 

 

 

Creating Custom Transforms for the Deployment of Feature Release 2

This document will help you create your own transform files (MST) for the MetaFrame XP 1.0, Feature Release 2 and above MSI package. An MST file is essentially an answer file for MSI packages. In this document, you will become familiar with Microsofts Orca editor, distribute packages with Msiexec from a command line, and use the Windows Installer Verbose Log Analyzer. You will learn how to modify two of the Citrix-provided transform files to install the first server in a new farm with an Access and SQL data store.

http://support.citrix.com/servlet/KbServlet/download/622-102-8145/custom_transform_files.pdf

 

MetaFrame XPe Feature Release 2 Novell Integration

This document is a great resource to explain how to integrate MetaFrame XP into a Novell Netware environment. It is a must have for any MetaFrame XP deployment into a NDS environment.

http://support.citrix.com/servlet/KbServlet/download/2474-102-8877/7554.pdf

 

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